Kelly Allan Dunagan Jr.
Investment Adviser Representative at JDL Advisers
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Allan Dunagan is an investment adviser representative with JDL Advisers in Newport Beach, CA, where they have been registered since 2005. They have worked in the securities industry since 2004. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 24 states.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Kansas, Kentucky, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin
- Broker:
9 states and territories
Arizona, California, Colorado, Hawaii, Idaho, Nevada, Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JDL Securities CorporationAug 2004 – no end date reportedNewport Beach, CA
- J. Derek Lewis & Associates, Inc.May 2005 – no end date reportedNewport Beach, CA
- Kelly A. Dunagan, JR.Apr 2009 – no end date reportedNewport Beach, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JDL Advisers
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-67339
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at JDL Advisers
11 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Allan Dunagan Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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